Cardinal Point Capital Management ULC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1950841
TORONTO, A6
Position in BAM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$359,697
+$53 QoQ
Shares Held
8,020
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#383
of 619 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cardinal Point Capital Management ULC holds $3,097,353 across 4 Asset Management names. BAM ranks #2 (11.6% of the industry book) .
All Filings in BAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,697 | 8,020 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $359,644 | 8,091 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $427,607 | 8,162 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495,491 | 8,702 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $481,046 | 8,702 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||